BeckyJ
About
- Username
- BeckyJ
- Joined
- Visits
- 124
- Last Active
- Roles
- Member
Comments
-
FYI Word of warning - Canada Life currently taking 35 working days to turn around enhanced Lifetime Annuity quotes! Not sure about PLA
-
Thanks @DaleLucas I'll pass your details on
-
There's an article in Professional Paraplanner this week about exams and neurodiversity. https://professionalparaplanner.co.uk/development/studying-as-a-neurodivergent-learner0/
-
You can use money helper for comparison quotes between providers, but you would have to re-run the search for all those different scenarios. https://www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/compare-annuities
-
Hi @Planner12 Really sorry about the slow reply. I have some words of "wisdom" from the advisor I work with: _"The exam situation is still in the dark ages, every time I bring up reasonable adjustments the qualifications folk disappear behin…
-
Hi @Planner12 An advisor I work with has a child with ASD and ADHD and has come to terms with the fact that he also has ADHD. If it's OK with you, can I share your message and see if he has any pearls of wisdom? We are also taking on new admin …
-
Wow, what a comprehensive reply, thank you I agree about the one sheet list method, it sounds like a nightmare in terms of GDPR, so I won't be going down that route! I like the idea of sending the advisor with blank LOAs for signing in the mee…
-
Thanks @Clare_Weight New apprentice started 2 weeks ago, so far so good!
-
Hi Clare, I'm feeling bad because I forgot to check back and see if anyone had replied to my posts We've decided to give it a go and have gone with Skills Edge. The funding works out that if they are age 16-18 we pay nothing and if they are ov…
-
Hi @Clare_Weight Just wondering if you got anywhere with your search for apprenticeships? I have just found out that my boss has committed us to a "fast-track-growth" thingy and we need to take on a/some new apprentices - possibly before the en…
-
Thanks Nathan. There is a disappointing lack of electronic signatures being accepted according to the nextwealth research. Come on financial services - it's the 21st century!
-
Gave up with Utmost and DocuSign and sent the client a paper copy to sign. However, I was thinking it would be very useful if there was a centrally compiled list of providers, whether they will accept digital signatures, which ones (DocuSign, V…
-
Good luck with the exam @ParaP and @Mattclegg, I hope it goes well I've found that Wizard do a study package, so if the CII text book gets too dry I can always have a look at that too.
-
I think I missed that Powwow Suze1969, I will definitely have a look at it. I've found the Zapp book on Amazon for less than the price of postage Have either of you found any study materials other than the CII text book? I can't see that any of…
-
Hi, I didn't use BTS for R01, but have since been given the full set for R01-R06. I'm currently working my way through R05 and it seems pretty good. Much easier to get on with than the CII text book, and there are re-cap questions at the end of each…
-
Hi Abbas, I did R01 last summer. I used a combination of: * the old Aviva notes (you can find a link to them in the big tent) * the key facts booklet from the CII * the online learning tutorial from the CII. * question pack from the CII …
-
Hi Dxm, I also passed R01 a couple of months back. I used a combination of the Aviva notes and the Cii Key Facts booklet which only cost £30, and doesn't have so much dry detail. Good luck
-
Hi Newbie, As far as I am aware the only things that will change in the exams after August is that it will be based on the 2018/2019 tax rules rather than 2017/2018. So if you're using these figures at work, you won't have to backdate your thinki…
-
Hi Becca We've just arranged a mortgage with Principality for a recently divorced lady who had a pension sharing order for her ex-husband's pension, and a smallish pension of her own. She's in her early 50s with a fairly low income so we went fo…
-
Hi Robd, I fell into the paraplanning profession a year ago by starting to work one day a week as an administrator for a friend who is a financial planner. I am really enjoying it and find everyone in the powwows so supportive. There is a lot study…
-
Well done Sam! And thank you!!
-
Hi HBB, I'm afraid I can't help you on the face to face tutorials for R01, but I am studying for it myself at the moment and finding it tricky to store all the information in my head. If you fancy getting a study group together, it might be helpful…
-
You could take some questions from the practice papers on the Aviva for Advisors website? http://www.aviva-for-advisers.co.uk/adviser/site/public/building-your-business/financial-adviser-academy/technical-knowledge
-
Since watching the exam HowWow the other week and learning that you will learn best by doing, I've just taken a practice exam. Of course I failed, but not too badly and now I know which bits I don't know enough about. I've read somewhere that you …
-
Hi @stacey_smith It's sounds like you are in the same boat as me, as you can see from my post above. Welcome aboard! There's so much to learn, but I think some of it is starting to sink in now
-
Thank you everyone for replying. I think I'm going to work through all of the interactive tutorials and then try a past paper. I ought to know then if I need to find some more detailed resources.
-
@BecciJ I fear there are a lot of us about @richallum I am definitely going to try and make it to the main powwow, especially if there are Toblerones!
-
Hi Everyone, I'm Becky. I'm completely new to this paraplanning malarkey having only started in January, and only working at it 1 day per week but I'm loving the community spirit of it all. This is a complete change of direction for me careerwise as…